The events of the last week, starting with the results of the US elections that led to a dramatic sell-off…
The question that drove the research for my first book, The Big Data Opportunity in Our Driverless Future, and the…
Autonomy is table stakes, and supply-side orchestration, which Uber is already winning, is becoming table stakes too. The next differentiator in robotaxi customer experience is demand-side. Namely, a system that anticipates each traveler’s intent (route risk, speed-versus-safety trade-offs, the right mode for the moment) and orchestrates the trip to satisfy it. I call this Context-Dependent Ride Management. It is the layer where the premium, monetizable, flagship customer experience will be built.
The Productivity J-Curve best explains AI’s productivity paradox. The investments across different categories beyond technology initially depress measurable output. Rather…
Incumbent corporations are investing in and incorporating AI, yet most fail to fundamentally alter their operating models or achieve strong ROI as a result. The root of this failure is not technological. It is macroeconomic and organizational. US enterprises are attempting to execute a paradigm-shifting technological transition within a market environment that offers them no structural shock absorber, in the way a formal industrial policy can. These enterprises must navigate the AI transition while addressing a rapidly changing market environment and the AI Stakeholder Squeeze.




